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Client Resources

 

Business Resources
Client Forms

Client Information Sheet: All clients, new and current, business and individual taxes, need to fill out this sheet each tax year.

General Tax Questionnaire: This questionnaire is an example of the questions we need answered to complete your taxes, please fill it out to expedite your return completion.

Checklist Documents

Personal Tax Document Checklist: Individual returns.

Schedule C Tax Document Checklist: Businesses run under your SSN.

Schedule E Tax Document Checklist: Rental properties.

Business Tax Checklist: All business return types.

IRS Track Your Refund Status

Visit the IRS website. You will need the following information to track your refund.

  1. Social Security Number
  2. Filing Status
  3. Refund Amound
Utah Track Your Refund Status

Visit the Utah TAP website. You will need the following information to track your refund.

  1. Social Security Number
  2. Filing Status
  3. Refund Amound
Pay Federal Taxes Online

Visit the IRS website. You will need the following information to pay your federal taxes.

  1. Personal informtion
  2. Address used to file your tax
  3. Ensure your taxes have been filed.
Pay Utah State Taxes Online

Visit the Utah State website. You will need the following information to pay your state taxes.

  1. Personal informtion
  2. Address used to file your tax
  3. Ensure your taxes have been filed.
Social Security Adminitration

Visit the Social Security Administration website to about retirement, disability, and social security.